Release v0.5.2

Lumina Finance v0.5.2

v0.5.2 is here! This update fixes three issues introduced in v0.5.1. The theme toggle animation and version texts flickering on page transition, and another issue where page entry animation doesn't play properly when the user signs in are all fixed.

Apologies for the rough edges on the last release.

Database Migration

No database migration is required for this release.

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What's Changed

• chore: update docs by @OKok-3 in #51
• fix: prevent theme toggle indicator shift during page transitions by @OKok-3 in #53
• fix: cache app version text by @OKok-3 in #54
• fix: animate app page after login by @OKok-3 in #55

Full Changelog: v0.5.1...v0.5.2

Release v0.5.1

Lumina Finance v0.5.1

v0.5.1 is here! This update is mainly a code quality improvement upate with critical fixes and the addition of the app logo to the web app.

Highlights

• Added app version text and update notification at the bottom of the navigation pane
• Added the Lumina Finance app logo and favicon
• Fixed runway calculations to preserve archived account history
• Aligned tax-advantaged category naming across the API, schema, and interface

Reporting Improvements

• Fixed runway calculation error by keeping archived account history in historical expense averages
• Prevented archived accounts from being counted in current runway liquid balances
• Improved tax-advantaged category schema consistency
• Updated schema documentation for tax-advantaged categories

Interface Polish

• Refreshed the navigation brand area with the app logo
• Added a visible app version indicator
• Added a new version available text with pulsating dot to show up when a new version is available
• Improved the navigation theme toggle animation
• Added favicon to the web app

Reliability and Maintenance

• Reorganised backend routes and services by domain
• Split backend permission checks into clearer domain modules
• Reorganised backend tests by domain and workflow
• Added more focused backend coverage for budgets, dashboard widgets, transaction imports, runway, and app version checks

Database Migration

This release includes a database migration to align tax-advantaged category naming across the application schema. An automatic migration will be performed when the application starts, and we don't anticipate any issues. However, please back up your data before updating just in case.

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What's Changed

• chore: update README by @OKok-3 in #40
• chore: fix README by @OKok-3 in #41
• refactor: split backend routes and services by domain by @OKok-3 in #43
• test: reorganize backend tests by domain by @OKok-3 in #44
• fix: include archived account history in runway by @OKok-3 in #45
• feat: add app logo and favicon by @OKok-3 in #46
• fix: align tax advantaged category API and schema by @OKok-3 in #47
• fix: include app logo in Docker image by @OKok-3 in #48
• feat: add app version update notification by @OKok-3 in #49
• fix: animate navigation theme toggle by @OKok-3 in #50

Full Changelog: v0.5.0...v0.5.1

Release v0.5.0

Lumina Finance v0.5.0

v0.5.0 is finally here! This is a substantial quality of life release focused on improving the overall user experience and most importantly the addition of foreign currency integration. Workflows throughout the application, such as balances, cash flow, budgets, accounts, dashboard widgets, and Insights now all handle foreign currency conversion.

Highlights

• Added foreign currency conversion across key financial views
• Added full account archival workflows, so old accounts can be retired while preserving their history
• Added opening usage tracking for tax-advantaged contribution limits
• Improved transaction creation with a cleaner, faster modal workflow
• Made cache updates more precise, so edited data refreshes more reliably

Reporting Improvements

• Improved Insights net worth calculations by comparing against the day before a selected range
• Made calendar presets in Insights compare more naturally
• Refined chart cadence so longer date ranges stay readable
• Improved transaction cash flow charts, summary stats, and empty states
• Made savings-rate views clearer when the current month has no income yet

Interface Polish

• Improved responsive layouts across Insights, Accounts, Period at a Glance, and budget details
• Prevented chart tooltips from clipping near graph edges
• Stabilized runway account colours
• Improved navigation pane spacing on iPadOS Safari
• Prevented iOS input zoom and unnecessary mobile login scrolling
• Stabilized the settings secondary menu

Reliability and Maintenance

• Patched backend dependency vulnerabilities
• Prevented archived accounts from being used in new transactions or editable transaction flows

Database Migration

This release includes database migrations for account archival, tax-advantaged limit tracking, and cache state management. An automatic migration will be performed when the application starts, and we don't anticipate any issues. However, please back up your data before updating just in case.

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What's Changed

• chore: update issue templates by @OKok-3 in #11
• Add FX conversion support by @OKok-3 in #12
• fix: always show current month in savings rate widget by @OKok-3 in #13
• Fix insights net worth change to use value one day prior to range start by @OKok-3 in #14
• fix: missing bottom spacing on iPadOS Safari by @OKok-3 in #15
• Polish insights chart explanations and layout by @OKok-3 in #16
• fix: handle no-income savings rate trend values by @OKok-3 in #17
• fix: prevent chart tooltips clipping at graph edges by @OKok-3 in #18
• Adjust Insights graph cadence by @OKok-3 in #19
• fix: reposition budget status pill by @OKok-3 in #20
• Improve transactions cash flow chart and empty states by @OKok-3 in #21
• fix: correct and clarify transaction cash flow graph and stats by @OKok-3 in #22
• fix: stabilize runway account colours by @OKok-3 in #23
• Fully implement account archival workflows by @OKok-3 in #24
• fix: dashboard budget widget redirect animation glitch by @OKok-3 in #25
• fix: improve transaction cash flow graph and data cadence by @OKok-3 in #26
• feat: improve create transaction modal layout and workflow by @OKok-3 in #27
• fix: adjust period at a glance stat layout by @OKok-3 in #28
• fix: adjust TAC account link save loading animation by @OKok-3 in #29
• fix: patch backend dependency vulnerabilities by @OKok-3 in #30
• Fix foreign-currency transaction list amounts by @OKok-3 in #31
• feat: visualize TAC limits with opening usage tracking by @OKok-3 in #32
• fix: improve accounts overview stat presentation by @OKok-3 in #33
• Fix insights page responsive layout issues by @OKok-3 in #34
• Fix Insights calendar preset comparisons by @OKok-3 in #35
• Prevent iOS input zoom and scroll new pages to top by @OKok-3 in #36
• Overhaul cache invalidation workflow by @OKok-3 in #37
• fix: stabilize settings secondary menu by @OKok-3 in #38
• fix: prevent unnecessary mobile login scrolling by @OKok-3 in #39

Full Changelog: v0.4.0...v0.5.0

Release v0.4.0

Lumina Finance v0.4.0

This release adds starting balances for new accounts, standardizes chart tooltip behaviour across the app, improves chart axis readability, and polishes dashboard, transactions, and loading-screen layout details.

New Features

• New accounts can now be created with a starting balance or starting amount owed

Bug Fixes

• Chart tooltips now use consistent styling, cursor positioning, smooth repositioning, and card/top-band bounds across dashboard, insights, accounts, budgets, and transactions
• Dashboard Net Worth and Spending Comparison x-axis labels now render with better spacing, sizing, and a consistent interval
• Spending Comparison and Net Worth tooltips now show meaningful dates/period labels instead of raw indexes
• Fund Flow, breakdown, merchant distribution, and runway tooltips no longer snap in or collapse before fading out
• Loading screen slogan is easier to read in dark mode

Improvements

• Top Budgets now fits three entries more comfortably
• Dashboard Savings Rate omits no-activity months
• Insights chart x-axis typography now matches dashboard charts
• Non-transaction pages now align bottom spacing with the desktop navigation pane
• Transactions Top Categories and Daily Cash Flow charts now use the shared chart tooltip behaviour

Database Migration

No database migration is required for this release.

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What's Changed

• Add support for starting account balance by @OKok-3 in #9
• General layout issue fixes by @OKok-3 in #10

Full Changelog: v0.3.2...v0.4.0

Release v0.3.2

Lumina Finance v0.3.2

This patch release fixes budget modal behavior, tightens financial calculations across dashboards and insights, improves transaction entry, and adds some CI workflows for continuous code quality assessments.

Bug Fixes

• Budget details modal now open reliably
• Net expenses and income are now handled consistently across dashboard totals, insights breakdowns, period at a glance card, savings-rate trends, spending breakdowns, and fund flow
• Refunds and reversed transaction categories now reduce totals correctly
• Runway calculations now use net expenses, with clearer explanations

Improvements

• Liability accounts on accounts overview page are ranked by debt balance instead of raw account value
• Transaction direction can now be inferred from signed amounts (using "+" and "-" when typing amounts)
• Transaction modals now show running balance
• Merchant search selects the first result on enter
• Account details fetches are deferred after modal dismissal to prevent excessive fetches
• Dashboard net worth widget now shows change

CI

• Added scoped frontend lint, backend lint, and backend test workflows
• Added README badges for backend tests, Docker builds, Docker pulls, and GitHub stars

Database Migration

No database migration is required for this release.

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What's Changed

• Improve account, transaction, dashboard, and insights behavior by @OKok-3 in #4
• Add scoped frontend and backend checks by @OKok-3 in #5
• Fix inconsistent income and expense totals across widgets by @OKok-3 in #7
• Fix budget modal invocation issue by @OKok-3 in #8

Full Changelog: v0.3.0...v0.3.2

Release v0.3.0

Lumina Finance v0.3.0

This release adds 10 new features, resolves 40+ bug fixes, and includes 10+ UI refinements across Lumina Finance. The biggest upgrades are configurable runway thresholds, a rebuilt CSV import workflow, more accurate dashboard/insights reporting, better transaction list UI stability, and cleaner mobile modal layout.

Runway

Runway is now configurable. You can set your own risky and healthy threshold cutoffs in Settings, and those thresholds are persisted to your profile. The runway widget also uses clearer mth / mths labels and includes a help tooltip explaining the metric.

We also corrected the runway calculation to average spending over completed months only, avoiding partial-month distortion.

Imports

CSV imports have been rebuilt into a modular workflow with smarter inferred mappings for columns, accounts, and categories. Imported accounts can now be mapped to institutions, and large CSV uploads are split into batches with progress feedback instead of being sent as one large request.

Several import edge cases were also fixed, including preserved inferred mappings, centered loading states, navigation animation glitches, and close-button placement.

Dashboard & Insights

Dashboard and insights reporting now handle refunds, income losses, flipped categories, and “Other” slices more accurately. Net worth no longer double-inverts liabilities, savings-rate charts label year transitions, and the dashboard savings-rate cap toggle now behaves correctly.

Chart colors are now more stable across dashboard, insights, accounts, and runway views. Tooltips, legends, mobile date selectors, and breakdown visibility are all tweaked and improved for a better experience.

Transactions

Transaction lists are more stable and predictable. Ordering is now deterministic, delete animation no longer flickers, sticky date headers align correctly, and batch transaction entry retains merchant and category values to make it easier to enter multiple transactions in quick succession.

Filtering also received cleanup: Enter now selects the first searched account/category, date filter input layouts are improved, hover states on dropdown is restored, and amount colouring only flags category/sign contradictions to reduce visual clutter.

Accounts

Account detail charts now support a balance view toggle, cleaner date ticks, and visible starting values. Account balances also correctly display in each account’s currency, zero-sum spending groups are hidden, and account deletion animation now runs cleanly.

Credit-limit value are formatted as you type, account filter selection, account metrics spacing, and account chart colour stability were also improved.

Budgets

Budget utilization can now be stacked by category. Budget detail tooltips show the full category breakdown. Long budget names now also have a marquee animation, and the budget status pill has moved into the metadata row for a cleaner look.

Settings & Mobile UI

Settings now requires explicit saves for tax-advantaged contribution limits, and the secondary settings menu no longer desynchronizes or collapses awkwardly on mobile.

Create/edit modals across the app now have better mobile spacing, tighter footers, and equal-width mobile action buttons.

An exhaustive list of changes and improvements can be found in #3.

Database Migration

An automatic migration will be run by the application on startup. This migration is to add the new options for the new runway options that allow users to adjust the 3 thresholds, and is not anticipated to cause any issues with existing instances. However, please backup your data before upgrading to this version in case of unforeseen issues and errors.

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Full Changelog: v0.2.1...v0.3.0

Release v0.2.1

Lumina Finance v0.2.1

This is a small security update to address a dependency vulnerability in the backend (idna >= 3.15)

Database Migrations

No database migration is required for this release.

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Full Changelog: v0.2.0...v0.2.1

Release v0.2.0

Lumina Finance v0.2.0

This release adds the new Insights tab, a dedicated reporting area for understanding cash flow, spending patterns, income sources, net worth trend, savings rate trend, and a merchant level spending breakdown.

Highlights

• Added the Insights tab to desktop and mobile navigation
• Added “This Period at a Glance” for quick financial summary metrics
• Added Fund Flow to show how income moves into expenses and retained money, with refunds properly excluded from expenses
• Added category level breakdown of income and expenses
• Added net worth and cash flow charts
• Added savings rate trend chart
• Added merchant spending distribution and merchant ranking reports
• Added a floating time-period selector with presets and custom date ranges
• Added dedicated backend endpoints and tests for Insights reports
• Updated README feature and roadmap sections

Database Migrations

No database migration is required for this release.

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What's Changed

• Add Insights Page by @OKok-3 in #2

Full Changelog: v0.1.1...v0.2.0

Release v0.1.1

Lumina Finance v0.1.1

This is a simple optimization update:

• switch to using Docker Hardened Images for Node, Python, and Caddy
• add a makefile to optimize the testing workflow with staging data from testing server

Database Migrations

No database migration is required for this release.

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What's Changed

• Optimize container security and testing workflow by @OKok-3 in #1

Full Changelog: v0.1.0...v0.1.1

Release v0.1.0

Lumina Finance v0.1.0

This is the first self-hosted release of Lumina Finance. It is stable enough for early use, but remains pre-1.0 while core features, documentation, and upgrade paths continue to mature. This is pre-1.0 software. Breaking changes may occur before the first stable 1.0.0 release.

The docker image is available from Docker Hub:

docker pull luminahq/lumina-finance:v0.1.0